Member Info for soonbetime

I should probably know this but do the clinical evaluations need to be completed by BIO before they can launch the product or do they run alongside?

Not sure if it's my poor understanding or just poor comms from Ciz.

Surely we are due a pointless directors talk interview with Allan where we learn very little.

ATB

SBT

Good to see but would also indicate there is not much big news coming anytime soon, especially regards mergers and acquisitions.

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Westernglory

What timescale are you thinking with not long to wait? I'm not expecting to hear much until near the end of the year when it will either be go it alone and massive fund raise or partner announcement. I think we will see the share price continue to drift down until more substantial news. Some people seem to think that P3 success is almost guaranteed but there are still huge hurdles ahead and the current market price reflects the risk.

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Disco

You won't see this because you green binned me but why are you obsessed with £100 a share. Some random anonymous person posted this months if not years ago and you still bring it up regularly. Why?

ATB

SBT

Can see the share price continuing to drift down slowly until the end of the year where either a partner will be announced or massive fund raise for self funded P3. That said, this is Faron and share price can rise for know apparent reason. Either way I'm holding until further news.

ATB

SBT

Bit of a sense of humour bypass Disco. You and Sparky have been going at it hammer and tong for a while so was nice to see you both being civil. I'll keep reading your comments as I like to see alternative views on shares. You're right SNG is a sh*t show but more than made my money back here.

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SBT

Aww, get a room you two ;)

Either fully sold out ar incorrect rns. On Farons website showing major shareholders list they reduced their holding by 153,517 shares which took them to 2.99%. This information was verified on 6th Feb 2025.

ATB

SBT

Agreed, it would be nice if Tommy-Fruits-Gun's either admit they got it hopelessly wrong or that they work for the company.

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Sakura7

With your knowledge of Interferon do you think the proposed P2 has a chance of success?

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Are you tempted to sell Joe?

What would you class as good news?

Interesting to know what others hopes and expectations are.

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SBT

TFG are completely running the show so why waste money on Marsden. The only reason I can think is that they want to remain anonymous and let Marsden deal with the flack. I’ll do it for £250 k per year, It would be impossible to do a worse job.

You won’t hear anything from Tommy. He’s already at Uncle Dickies. Xmas celebrations start early when you earn £300k a year for doing feck all.

ATB

SBT

It’s beginning to look like a lot like a fund raise. Anyone else think there will a be a £10 million placing in the New Year to take us past P2 results and buy more time?

There share price is drifting whilst the ceo is super positive so I think the signs are there.

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Green100

Have you got any evidence of reduced stake holding or is it just a gut feeling?

Cheers

SBT

No mention of the 10% stake in BIO. Is this a given now that the partnership agreement has been signed. Ideas anyone ?

ATB

SBT

Market cap is maybe a better indication of where Faron is at. The company was valued at £200+ million in 2018 before the crash and for large periods since. This was when Traumakine was the lead drug.

We are now on the brink of a successful P2 BEX trial with huge future potential and worth £150 million. Raising money is always the issue with small research pharma and I think the markets and big Pharma are well aware of that which is why the current market cap looks massively undervalued.

ATB

SBT

Juho is correct in that the science is running like a steam train. Unfortunately, very expensive track is required to run on otherwise the train is soon derailed like we have seen. The share price has dropped 20% just on the mention of raising more funds to buy more time for partner discussions. The problem is Big pharma know that there is no appetite for further big fund raises which gives them the upper hand in any negotiations. The hope is more than one party is interested which may help Faron get a better deal. After holding for 6 years I'd prefer an outright buyout early next year but suspect a partner deal is more likely.

Thoughts anyone?

ATB

SBT

I have no doubt they will come to the AGM with no funding in place, just promises. Management just see it as a process and will carry on unashamedly. The PM earns £160, 000 (plus freebies), RM earns £300,000 for looking after a dozen very well paid and educated individuals. GO figure ? They have not sold a sausage in 20+ years and very very unlikely to do so in the next 20. Don't understand why shareholders expect them to pull a rabbit out of the hat now. RM will just tough it out for a few hours at the AGM then carry on but do hope those attending hold him to account and make him squirm.

Where is Tommy? Maybe he's busy organising uncle Dickie's security.

Good look to all.

SBT